Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,828 | $93,598-42.5% | $135,974-60.4% | $75,173-28.4% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | -27.83% | 30.89%-58.7pp | 68.30%-96.1pp | 160.72%-188.6pp |
| Employer contribution / active EE | $2,994 | $3,538-15.4% | $4,859-38.4% | $2,671+12.1% |
| Participant deferral / active EE | $6,011 | $6,405-6.2% | $7,760-22.5% | $4,126+45.7% |
| Admin fee / account holder | $1,735 | $6,978-75.1% | $10,767-83.9% | $5,651-69.3% |